Insurance Agent Resume Example

Love this resume?

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Focused customer service professional skilled in lead generation, customer relationship development and sales. Accomplished in providing unsurpassed support to demanding customers. Offering experience in related roles, as well as passion for always improving numbers, enhancing knowledge and exceeding expectations. Detail-oriented Life and health Insurance Representative with exemplary skills in communication and customer service. Engaging and personable with the ability to promote a "client first" mentality and a major contributor to team-based environments. Detail-oriented Insurance Sales Agent aiming to leverage a skill for team development and client retention to add value to the American Income Life team. Driving client satisfaction through expert insurance product guidance. Confident Insurance Advisor possessing strong work ethic and excellent business sense. Customizing insurance plans, calculating premiums and interviewing potential clients to obtain data about financial resources. Commended for planning and leading over 28-30 client appointments per week. Client-centered and dedicated to customizing insurance programs to suit individual customer needs. Offer demonstrated proficiency in insurance products, services and customer behaviors. Trained in reviewing documents, working with internal and external parties and resolving routine and challenging concerns with independent approach. Capable of identifying and resolving problems, promoting new offerings and outperforming sales goals.

  • Product knowledge
  • Account management
  • Sales techniques
  • Business planning
  • Life insurance
  • Data entry
  • Underwriting and adjustments
  • Risk mitigation
  • Quotes and sales
  • Policy renewals
  • Client needs analysis
  • Health insurance
  • Quote information
  • Policy renewal
  • Negotiation skills
  • Warm and cold leads development
  • Computer-savvy
  • Personable
  • Data analysis
  • Risk management
  • Policy quoting and pricing
  • Trend analysis
  • Underwriting knowledge
  • Time management
  • Proactive team player
  • Quality assurance
  • Operations
  • Recruiting and Hiring
  • Staff management
  • Business development and planning
  • Relationship building and management
  • Order management
  • Policy and procedure adherence
  • Vendor management
  • Strategies and goals
  • Product and service sales
  • Scheduling
  • Systems and software programs
  • Sale expertise
  • Merchandising expertise
  • Goals and performance
  • Staff development
  • Database management
  • Sales and marketing
  • Strategic planning
  • Order processing
  • Negotiation
  • Data collection and analysis
  • Business Administration
  • Creative merchandising
  • Business analysis
Work History
10/2019 to Current
Insurance Agent Stauffer Financial Agency Fort Myers, FL,
  • Maintained schedule of appointments with eye for both quality and speed of service
  • Evaluated leads obtained through direct referrals, lead databases and cold calling
  • Conducted research on insurance packages and investment options to generate client recommendations
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
  • Built relationships with clients through active listening and effective communication methods to provide excellent service
  • Upsold additional products and services after identifying customer needs and requirements
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts
11/2016 to 10/2019
Service Experience Representative Cavender's Snellville, GA,
  • Responded to customer requests for products, services and company information
  • Promoted available products and services to customers during service, account management and order calls
  • Recommended, selected and helped locate and obtain out-of-stock product based on customer requests
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates
  • Assisted customers by listening closely, finding solutions to problems and making recommendations based on extensive product knowledge
  • Promptly responded to inquiries and requests from prospective customers
  • Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions
  • Facilitated inter-departmental communication to effectively provide customer support
  • Increased efficiency and performance by monitoring team member productivity and providing feedback
10/2012 to 10/2017
Department Manager The Home Depot City, STATE,
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions
  • Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets
  • Evaluated suppliers to assess quality, timeliness and compliance of deliveries, maintain tight cost controls and maximize business operational efficiency
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs
  • Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands
  • Kept employee workloads fair and balanced to achieve objectives while maintaining high job satisfaction
  • Developed empowering employee culture focused on equipping employees to independently meet customer needs
  • Managed inventory and receiving operations to maintain optimal stock levels and meet expected demands
  • Established performance goals for employees and provided feedback on methods for reaching those milestones
  • Managed overstocking, restocking and inventory control procedures
  • Motivated associates to consistently deliver effective selling behaviors through coaching and recognition
  • Updated policies to reflect changing conditions and maintain optimal safety standards for all employees
  • Partnered with merchandising team to plan and execute floor moves, merchandise placement and overall sales set-up
  • Ordered inventory and reported discrepancies to control costs and maintain inventory levels
  • Developed and implemented plans to maximize sales and meet or exceed goals and objectives
  • Prepared detailed reports for management to clarify existing trends, review sales and inventory data and support shrink minimization and safety awareness
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention
  • Increased efficiency and team productivity by promoting adherence to operational best practices and company policies
Expected in
Defiance High School - Defiance, OH
Expected in
: Business And Managerial Economics
Northwest State Community College - Archbold, OH

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:


Resume Strength

  • Formatting
  • Personalization
  • Strong Summary
  • Target Job
  • Typos
  • Word Choice

Resume Overview

School Attended
  • Defiance High School
  • Northwest State Community College
Job Titles Held:
  • Insurance Agent
  • Service Experience Representative
  • Department Manager
  • GED
  • Some College (No Degree)

Similar Resume

View All
Insurance Agent
Insurance Agent
Insurance Agent